See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,700 | $87,841+23.7% | $133,980-18.9% | $62,891+72.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.31% | 12.05%-6.7pp | 29.30%-24.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $3,537 | $3,483+1.5% | $5,211-32.1% | $2,281+55.1% |
| Participant deferral / active EE | $2,439 | $4,812-49.3% | $6,282-61.2% | $3,203-23.8% |
| Admin fee / account holder | $1,049 | $5,371-80.5% | $9,324-88.7% | $4,296-75.6% |